“If trouble comes when you least expect it, then maybe the thing to do is to always expect it.” Cormac McCarthy Considered in a proper historical and comparative perspective, the 30-share Sensex, which breached the 25,000 mark in May 2014 and the 50,000 mark on January 21, 2021, smashed the psychological 75,000 barrier, zooming to … Read more
Bolton underscores the significance of patience as a critical attribute for investors aiming for enduring success in the market. Bolton observes that while most share prices initially track a company’s earnings, over time, they can detach from this fundamental relationship. Therefore, he advises investors to maintain their conviction and continuously evaluate their investment hypotheses to … Read more
Steenbarger says daily routines and patterns are responsible for the results that traders achieve. Source link
Russo says investors should look to buy businesses with some margin of safety that comes when these businesses are available at a sufficient discount from their actual value. Russo feels the real glue of investing is understanding a company’s culture. A company’s culture is one aspect that separates great businesses from mediocre or poor ones. … Read more
Bill Ackman says investors should try to invest intelligently and avoid businesses whose prospects are not well known. Source link
We all have a soft spot for bargains, don’t we? That’s why we eagerly anticipate sale days – it is the joy of getting more value for our hard-earned money. But there is another side to us: the side willing to invest in those exclusive, slightly pricier items, knowing that their value will be appreciated … Read more
After the market climbed walls of worries posed by two wars, a slowing global economy and higher for longer interest rates in Samvat 2079, market insiders expect strong earnings and a healthy economic outlook to support gains in Samvat 2080. The Hindu accounting year began with an upgrade from global brokerage Goldman Sachs which said … Read more
For stock investors for much of this year, the trillion-dollar AI promise has masked a big threat in this era of Federal Reserve hawkishness: Real-world borrowing costs have jumped across Corporate America. Now Wall Street is fretting over the monetary danger in a week that Jerome Powell signaled his resolve once again to keep the … Read more
It is widely recognised that equities have outperformed other asset classes like debt, real estate, and gold over the past few decades in terms of returns. However, to capitalise on these superior returns, equity investors must navigate through market corrections, which are generally unwelcome, whether they are minor or substantial. Yet, when approached strategically, these … Read more
Trideep Bhattacharya, CIO, Edelweiss MF, says: “It will probably take the next year for that improvement to come through. But the valuations over the next one or two quarters would be such that they may be good to add. On net balance, we were underweight on IT by about 300 bps at the end of … Read more